To allocate funds for stand-alone programs and projects

About this task

A stand-alone program or project is not linked to a parent plan. When you create a budget for a stand-alone program, the budget reflects costs associated with the program itself and any costs associated with any projects linked to the program.

Note: For stand-alone programs, the fiscal year is assumed to be the current year defined by the system clock.

Procedure

  1. Navigate to the Budget tab for the stand-alone program or project.
  2. Allocate money directly in the total budget row at the top of the table.
    Note: This row is only editable for stand-alone programs and projects; linked programs and projects have a read-only total budget row because they receive funding from parent objects.
  3. Click line items (Page with pencil image) and add line items as needed. For more information, see To add or edit line items.
  4. Enter a budget amount for each week, month, or quarter.
  5. Click Save and Finish to return to the Budget tab.

Results

The system populates total budget row at the top of table with the information you entered.